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iShares Russell Top 200 ETF
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Overview Fund Activity

145 hedge funds and large institutions have $848M invested in iShares Russell Top 200 ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
15
Increased
49
Reduced
54
Closed
10
Calls
$73.6M
Puts
–
Net Calls
+$73.6M
Net Calls Change
+$73.6M

Top Buyers

1
LPL Financial
LPL Financial
California
$42.6M
2
Citigroup
Citigroup
New York
$7.35M
3
IA
IFP Advisors
Florida
$6.47M
4
Citadel Advisors
Citadel Advisors
Florida
$4.76M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.4M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$74.4M
3
SAG
SageView Advisory Group
California
$0
4
BF
BOK Financial
Oklahoma
$0
5
BlackRock
BlackRock
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1
Tompkins Financial
New York
$84.8M +$2.58M +20,258 +3%
Morgan Stanley
2
Morgan Stanley
New York
$74.4M -$18.4M -144,423 -20%
GC
3
Gilbert & Cook
Iowa
$69.1M -$1.43M -11,283 -2%
Bank of America
4
Bank of America
North Carolina
$51.2M +$1.36M +10,673 +3%
MCWS
5
McKinley Carter Wealth Services
West Virginia
$48.9M +$2.74M +21,529 +6%
Ameriprise
6
Ameriprise
Minnesota
$47.8M +$1.01M +7,952 +2%
LPL Financial
7
LPL Financial
California
$42.6M +$19.2M +150,932 +82%
DL
8
DOHJ LLC
Washington
$27.5M +$275K +2,163 +1%
PP
9
Pegasus Partners
Wisconsin
$25.9M +$1.98M +15,537 +8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$25.6M -$191K -1,501 -0.7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$16.4M +$4.54M +35,718 +38%
EH
12
Equitable Holdings
New York
$15.6M +$190K +1,492 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15M +$977K +7,689 +7%
KCM
14
KM Capital Management
Texas
$13.4M -$140K -1,102 -1%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$13M +$812K +6,385 +7%
FCBT
16
First Citizens Bank & Trust
North Carolina
$13M +$812K +6,385 +7%
WAM
17
WFA Asset Management
Wisconsin
$11.9M +$156K +1,224 +1%
WCAMG
18
Woodard & Company Asset Management Group
North Carolina
$11.9M -$1.03M -8,081 -8%
DWM
19
Dechtman Wealth Management
Colorado
$11.7M -$120K -942 -1%
CFD
20
Creative Financial Designs
Indiana
$10.3M +$69.7K +548 +0.7%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$9.81M +$1.39M +10,961 +17%
AIA
22
Arcadia Investment Advisors
Idaho
$9.77M -$90.3K -710 -0.9%
HighTower Advisors
23
HighTower Advisors
Illinois
$9.41M +$1.74M +13,700 +23%
SEM
24
Strategic Equity Management
Arizona
$9.06M -$588K -4,625 -6%
FL
25
FreeGulliver LLC
Louisiana
$8.87M +$3.57M +28,075 +67%
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